+105.2%
TQQQ vs SBAC
-43.5%
+148.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.3% | +1.4% |
| 7D | -1.9% | -2.1% | +0.2% | -0.9% |
| 30D | -4.9% | +2.0% | -6.9% | -5.8% |
| 3M | -6.4% | -8.3% | +1.9% | -3.2% |
| 6M | +44.4% | +0.3% | +44.1% | +38.1% |
| YTD | +35.2% | -2.2% | +37.4% | +30.1% |
| 1Y | +49.5% | -4.6% | +54.1% | +45.6% |
| 3Y | +250.7% | -8.3% | +259.0% | +207.1% |
| All | +105.2% | -43.5% | +148.6% | +241.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SBAC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling